How to Create and Manage a Direct Contract

At Upwork, we are committed to helping independent professionals grow their business. With Direct Contracts, you can easily create fixed-price contracts with non-Upwork clients, and get access to features such as escrow services, dispute assistance, simplified contract management, and instant payments.

 

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Follow these quick steps to create your Direct Contract, get working, and get paid!

 

Create a Contract

As a freelancer, you can send Direct Contracts to clients outside of Upwork. First, you'll create a contract with your own personal terms. 

 

1. Find the paper airplane icon.

The icon is in the upper right hand corner on your screen, and will take you to the Direct Contracts page.

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2. Choose Create a Contract and add the details.

 Get stated by entering the key details for your project. You'll add your client’s email address, the contract name, and a short description.

 

3. Enter an amount for your contract.

 If your project has many steps, you can choose to add milestones. Milestones break big projects down into smaller parts for easier management. 

 

4. Review your contract.

 Double-check the details before sending your new contract to the client. 

 

5. Send it off and get to work!

 

Congratulations! You'll get a confirmation that your contract was sent.

Remember to wait for your client to accept before you start work.

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Request Payment

Once your contract is funded, it becomes Active. When you finish the work, you can request a payment. 

 

1. Choose the Request Payment button. 

Remember that your contract needs to active before you send a payment request.

 

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2. You'll get a confirmation before your request is sent. 

Add a personal note for your client here, if you'd like.

 

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3. Send your request.

You'll get a confirmation that your client has been emailed. 

 

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4. Get PAID!

Once your client approves your request, we'll email you and update your contract status to “Completed.” It will show “(Paid)” next to your contract amount.

 

 

Learn more about the Direct Contract experience for a client here 

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